• Wealth Management Solutions, Donor Advised Funds…

    JPMorgan Chase (New York, NY)
    …7 and Series 63/66 licenses are required, and additional certifications such as CFA , CFP , or CMT are advantageous. **Key Responsibilities:** + Lead ... + FINRA Series 7 and Series 63/66 licenses required. + Additional certifications ( CFA , CFP , CMT) are a plus. + Advanced skills in data analytics, Excel,… more
    JPMorgan Chase (10/30/25)
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  • Wealth Management Advisor (NYC)

    TIAA (New York, NY)
    …Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP ... License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered… more
    TIAA (11/14/25)
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  • US Private Bank - Private Banker - Executive…

    JPMorgan Chase (New York, NY)
    …on the client's behalf **Preferred qualifications, capabilities, and skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical ... thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business +… more
    JPMorgan Chase (11/22/25)
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  • Brokerage Services Financial Advisor

    Bank of America (New York, NY)
    …+ Bachelor's degree in Finance, Economics or related field; advanced degrees and/or ( CFA , CFP ) preferred **Minimum Education Requirement:** High School Diploma / ... GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex,… more
    Bank of America (11/14/25)
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  • Wealth Management, Product Development, Vice…

    JPMorgan Chase (New York, NY)
    …and capabilities: + Advanced degree , alongside industry certifications and accreditations ( CFA , CAIA, CFP , etc.) JPMorganChase, one of the oldest financial ... institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and… more
    JPMorgan Chase (10/24/25)
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  • Retirement Client Advisor

    UMB Bank (Albany, NY)
    …provide unparallelled customer experience to externa clients andid internal associates + CFA , CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - ... $235,810.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the… more
    UMB Bank (11/21/25)
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  • JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (New York, NY)
    …capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading financial services firm, helping ... nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help… more
    JPMorgan Chase (10/30/25)
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  • Tax Manager - Federal / Corporate Tax

    Deloitte (New York, NY)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and… more
    Deloitte (11/25/25)
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  • Tax Senior - Banking & Capital Markets

    Deloitte (New York, NY)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Certified Financial Accountant ( CFA ) + Certified Financial Planner ( CFP ) Preferred + Advanced degree ... such as Masters of Tax, JD, and/or LLM + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Experience in banking, securities and/or capital market industries The wage range for this role takes… more
    Deloitte (10/25/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Jericho, NY)
    …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors… more
    Deloitte (10/25/25)
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